Licensed providers · independent audits
FOR PROFESSIONALS · CLAIMING IS FREE
Is this your financial planner?
Families in Columbia find Edward Jones - Financial Advisor: Jody L Frank, CFP®|AAMS® on PartingPoint in their hardest hours. Right now, this page shows only what public records tell us. Claiming is free, takes about ten minutes, and puts you in charge of every fact families see — labeled honestly as reported by the financial professional.
No credit card · Human review within 2 business days · You can stop anytime and finish later
THE LISTING YOU'RE CLAIMING
Edward Jones - Financial Advisor: Jody L Frank, CFP®|AAMS®
Financial planner · Boone
4205 Philips Farm Rd #100, Columbia, MO
(573) 442-0504 · 5 ★ (0 Google reviews)
UNCLAIMED · BASICS FROM PUBLIC RECORDS
Wrong business? Search for yours instead →WHY WE CHECK
Claiming protects families — and protects you
Families need to trust what they read
Every fact on PartingPoint carries a source label. Claiming turns ‘from public records’ into ‘reported by the financial professional’ — your words, honestly labeled.
We check who's claiming
Identity and connection checks keep impostors, competitors, and marketers from editing your page. Only you hold the pen.
Free, forever
Claiming never costs anything — no credit card, no trial. Verification is a separate, optional audit. Placement on PartingPoint is never sold.
HOW CLAIMING WORKS
Seven steps, about ten minutes
1
Confirm your identity
A one-time code to your phone or email, plus your name and role at the shop.
2
Prove your connection
Answer a call at the business's listed number, or verify from your website's email domain.
3
Review what we have
Every fact from public records, side by side. Correct anything that's wrong — corrections apply immediately on approval.
4
Add what's missing
Hours, website, your services and staff — and photos of your real premises and work, not stock.
5
Complete the financial professional checklist
Services & fees and Appointments & scope — the details families ask about. Checklist below.
6
Submit for review
A person reviews within two business days. We may call the shop to confirm — that call protects you.
7
You're claimed
Your facts go live, labeled ‘reported by the financial professional.’ The pen stays yours — update anytime, free.
CATEGORY-AWARE · FINANCIAL PLANNER CHECKLIST
What you'll review for Edward Jones - Financial Advisor: Jody L Frank, CFP®|AAMS®
Claim for free to update your contact details, office hours, services and answers to families’ questions.
Business name
Edward Jones - Financial Advisor: Jody L Frank, CFP®|AAMS®
ON RECORD
Primary category
Financial planner
ON RECORD
Secondary categories
On record — confirm or remove
PLEASE CONFIRM
Address
4205 Philips Farm Rd #100, Columbia, MO
ON RECORD
Phone
(573) 442-0504
ON RECORD
Website
https://www.edwardjones.com/us-en/financial-advisor/jody-frank?y_source=1_OTYzNzg3LTcxNS1sb2NhdGlvbi53ZWJzaXRl
ON RECORD
Hours
Not on record — including on-call availability
MISSING
Services & fees
Ask which services are included, how the professional is paid, and where to find written fees and disclosures.
MISSING
Appointments & scope
Confirm appointment availability, the states served, and which matters need a separate attorney or tax professional.
MISSING
Photos
Your real premises and work — verified listings can't use stock images
MISSING
Business description
Your story, in your words — shown as 'reported by the financial professional'
MISSING
Licenses & credentials
Credentials you hold — checked against their issuing bodies at review
CHECKED AT REVIEW
CLAIMED VS VERIFIED
Claiming confirms ownership. Verification earns trust.
Claiming is free and puts you in charge of your facts. Verification is an independent audit — we check your details against reality — documents re-audited annually — and tell families we did.
What you get
CLAIMED — FREE
VERIFIED — AUDIT
Ownership confirmed
Confirmed
Confirmed
Label families see on your facts
"Reported by the financial professional"
"Verified by PartingPoint"
Badge on search & category pages
—
Verified badge everywhere
Ruth, the family guide
States your facts as reported
Vouches for audited facts
Photos
Up to 5
Up to 25 — audited as your real premises and work
Service descriptions
Standard
Expanded, with specialties highlighted
Events & calendar publishing
—
Grief groups, remembrance services, community events
Listing updates
Reviewed within 2 days
Priority — same-day
Contact & leads
Phone + directions
+ inquiry form with response tracking
County featured cards & comparisons
—
Eligible, with muted logo — placement itself is never sold
Placement on PartingPoint is never sold — verified or not, providers are ordered by verified review count. Verification changes what families can trust, not where you rank by payment.
EVERY CATEGORY, ITS OWN CHECKLIST
The process is the same. The details are yours.
FLORIST
No license required — menu, delivery record, and real-work gallery carry the trust
ESTATE ATTORNEY
Bar record · practice focus · fee menu vs engagement letters
HOSPICE
CMS certification · CAHPS scores · crisis response times
CEMETERY
Plot pricing · perpetual-care fund · records access
CHURCH & SYNAGOGUE
Service times · hosting policy — always free, never charged
Take the pen. It's your page.
Families read this page in their hardest hours. Make sure every word is yours.
Free forever · about 10 minutes · human review within 2 business days
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